DFX Intelligence
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Team lift-out
2 advisors left O••••• W••••• G••••• L•• for F••••••••• I••••••••• A••••••• L••
independent RIAtoindependent RIARIA to RIAderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Dane Carpenter Spencer | Orlando, Fl | Jun 29, 2026 | Jul 7, 2026 |
| Jerry Lee Sylvester | Orlando, Fl | Jun 29, 2026 | Jul 8, 2026 |
The rule
- Registrations ended
- Jun 29, 2026
- Registered next
- Jul 7, 2026 to Jul 8, 2026
- Branch state
- FL
- Cities
- 1, most in Orlando, Fl
- Registered there that day
- 9 (people still on IAPD; an estimate)
- Share of that headcount
- 22%
- Succession by the destination
- none on the tape